News & Updates

A focus on the boxes to be ticked rather than the reasons the boxes exist can lead to laws being followed at the expense of meeting the very outputs the laws are there to produce.

If the risk that you're willing and able to take is not enough to get you to your goals, then any use of 'risk required' implies taking more risk than you're either able or willing to do.

Linking investor and investment risk requires putting the two into the same language; common approaches to doing this are not fit for purpose.There cannot be a perfect empirical way of mapping investor risk to investment risk.

The biggest barrier to social impact investing is low awareness of its opportunities to align investment goals with social goals. Some investors prefer to consciously trade-off social good and financial outcomes, thereby 'buying' the maximum social good with their wealth.

Financial returns aren't the only thing investors value. Financial returns aren't just a means, they can be an end. Investors need to feel comfortable with their portfolio if they are to succeed.

There is some concern within the industry about the upcoming MiFID II regulatory framework, expected to come into force on January 3rd 2018, specifically regarding suitability and appropriateness.

Chasing past performance represents the sacrifice of future performance in exchange for current comfort. The reason investors make decisions that harm their long-term investment returns is rarely a lack of knowledge.